Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Alger Capital App Instl Y Fund in their Schedule of Assets, totaling $47K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALTERNATIVE BEHAVIOR STRATEGIES, LLC ALTERNATIVE BEHAVIOR STRATEGIES RETIREMENT PLAN | ENCINO CA | 2,723 | $20.3M | $35K |
| 2 | OPTO 22 OPTO 22 MONEY PURCHASE PENSION PLAN AND TRUST | TEMECULA CA | 117 | $22.4M | $12K |